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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,739 | $81,457+29.8% | $103,378+2.3% | $80,911+30.7% |
| Participation rate | 61.8% | 66.8%-5.1pp | 74.5%-12.7pp | 67.6%-5.9pp |
| Annual return | 9.66% | 25.58%-15.9pp | 24.91%-15.3pp | 35.63%-26.0pp |
| Employer contribution / active EE | $4,428 | $3,107+42.5% | $3,870+14.4% | $2,756+60.7% |
| Participant deferral / active EE | $7,769 | $3,871+100.7% | $5,058+53.6% | $4,297+80.8% |
| Admin fee / account holder | $825 | $6,717-87.7% | $8,401-90.2% | $6,935-88.1% |